See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,706 | $107,934+91.5% | $91,989+124.7% | $152,861+35.2% |
| Participation rate | 57.9% | 81.2%-23.3pp | 78.6%-20.7pp | 82.4%-24.6pp |
| Annual return | 22.15% | 89.24%-67.1pp | 69.02%-46.9pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,039 | $4,210-75.3% | $3,452-69.9% | $4,762-78.2% |
| Participant deferral / active EE | $3,705 | $6,364-41.8% | $5,923-37.4% | $5,850-36.7% |
| Admin fee / account holder | $1,514 | $10,520-85.6% | $7,743-80.5% | $11,596-86.9% |